loc string | api string | lastmod string | changefreq string | priority float64 | sitemappart string | locale string | bundle string | page_id string | release string | title string | description string | keywords list | breadcrumbs list | html_content string | page_content dict | clean_text string | rich_text string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-disable-single-migr.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-disable-single-migr.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/task/data-migration-disable-single-migr.html | zurich | Disable migration of single dashboards | Hide the banner on individual dashboards that enables owners to migrate dashboards that they own. | [
"How to migrate a few dashboards"
] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Platform Analytics Migration Center"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-disable-single-migr.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-disable-single-migr.html"><body id="data-migration-disable-single-migr"><main role="main"><art... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
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"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Disable migration of single dashboards
Hide the banner on individual dashboards that enables owners to migrate dashboards that they own.
## Before you begin
Role required: admin.
## About this task
Add a system property to prevent users from migrating their own dashboards.
## Procedure
1. Navigate to sys\_prop... | ---
title: Disable migration of single dashboards
description: Hide the banner on individual dashboards that enables owners to migrate
dashboards that they own.
keywords:
- How to migrate a few dashboards
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Platform Analytics Migra... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-evaluate.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-evaluate.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/task/data-migration-evaluate.html | zurich | Evaluate full data migration | When you have completed the migration process, review the results. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Platform Analytics Migration Center",
"Perform full data migration"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-evaluate.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-evaluate.html"><body id="data-migration-evaluate"><main role="main"><article role="article" class="dita" ... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
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"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Evaluate full data migration
When you have completed the migration process, review the results.
## Before you begin
Role required: To perform the full migration and activate Platform Analytics experience: admin. Users with other admin roles (pa\_admin, report\_admin, and dashboard\_admin) have access to the Migrat... | ---
title: Evaluate full data migration
description: When you have completed the migration process, review the results.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Platform Analytics Migration Center
- Perform full data migration
---
# Evaluate full data migrat... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-migrate-dbs-you-own.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-migrate-dbs-you-own.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/task/data-migration-migrate-dbs-you-own.html | zurich | Migrate dashboards that you own | Migrate dashboards that you own, including reports, interactive filters, and Performance Analytics widgets to Platform Analytics experience. | [
"How to migrate your own dashboards"
] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Platform Analytics Migration Center"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-migrate-dbs-you-own.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-migrate-dbs-you-own.html"><body id="data-migration-migrate-dbs-you-own"><main role="main"><art... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
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"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Migrate dashboards that you own
Migrate dashboards that you own, including reports, interactive filters, and Performance Analytics widgets to Platform Analytics experience.
## Before you begin
Role required: You can migrate any dashboard you own. Users with admin or dashboard\_admin roles can migrate any dashboard... | ---
title: Migrate dashboards that you own
description: Migrate dashboards that you own, including reports, interactive filters,
and Performance Analytics widgets to Platform Analytics experience.
keywords:
- How to migrate your own dashboards
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytic... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-perform-partial-core-ui-reports.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-perform-partial-core-ui-reports.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/task/data-migration-perform-partial-core-ui-reports.html | zurich | Migrate a selection of Core UI reports | Migrate a selection of your Core UI reports to Platform Analytics experience. | [
"How to migrate a few Core UI reports"
] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Platform Analytics Migration Center"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-perform-partial-core-ui-reports.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-perform-partial-core-ui-reports.html"><body id="data-migration-perform-partial-cor... | {
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"topic_attachments": []
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"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Migrate a selection of Core UI reports
Migrate a selection of your Core UI reports to Platform Analytics experience.
## Before you begin
Role required: admin, report\_admin, or dashboard\_admin.
## About this task
Users can find these migrated reports in the Platform Analytics library. The original report is lab... | ---
title: Migrate a selection of Core UI reports
description: Migrate a selection of your Core UI reports to Platform Analytics experience.
keywords:
- How to migrate a few Core UI reports
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Platform Analytics Migration Center
---
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-set-redirection-admins.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/data-migration-set-redirection-admins.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/task/data-migration-set-redirection-admins.html | zurich | Set redirection for admins | Migrated responsive dashboards automatically redirect to the Platform Analytics experience library. However, you can set a system property to specify redirection for sys_admins. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Platform Analytics Migration Center",
"Perform full data migration"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-set-redirection-admins.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/data-migration-set-redirection-admins.html"><body id="data-migration-set-redirection-admins"><main role="m... | {
"attachments": {
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Set redirection for admins
Migrated responsive dashboards automatically redirect to the Platform Analytics experience library. However, you can set a system property to specify redirection for sys\_admins.
## Before you begin
Role required: sys\_admin
## Procedure
1. Navigate to `sys_properties.list`.
2. Create ... | ---
title: Set redirection for admins
description: Migrated responsive dashboards automatically redirect to the Platform
Analytics experience library. However, you can set a system property to specify
redirection for sys_admins.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytic... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/export-visualization-vd.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/export-visualization-vd.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/task/export-visualization-vd.html | zurich | Export a data visualization from the Visualization Designer | Export individual data visualizations to various formats and sizes. Download the exports or share them over email. | [
"Export a visualization",
"Export a report",
"Export a visualization to PDF",
"Export a visualization to PNG",
"Export a visualization to JPEG",
"Export a list visualization to Excel"
] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics",
"Sharing, editing, and deleting data visualizations"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/export-visualization-vd.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/export-visualization-vd.html"><body id="export-visualization-vd"><main role="main"><article role="article" class="dita" ... | {
"attachments": {
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"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Export a data visualization from the Visualization Designer
Export individual data visualizations to various formats and sizes. Download the
exports or share them over email.
## Before you begin
Role required: You can export any visualization that you created or that was shared
with you. Users with the admin or vi... | ---
title: Export a data visualization from the Visualization Designer
description: Export individual data visualizations to various formats and sizes. Download
the exports or share them over email.
keywords:
- Export a visualization
- Export a report
- Export a visualization to PDF
- Export a visualization to PNG
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/performance-analytics/concept/explore-data-vis-library.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/performance-analytics/concept/explore-data-vis-library.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/performance-analytics/concept/explore-data-vis-library.html | zurich | Exploring the Data Visualizations library | Find any data visualization in the Platform Analytics Data Visualizations library so that you can share information about your data with stakeholders and other users to evaluate the trends with real-time data. With the appropriate role, you can also create | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/performance-analytics/concept/explore-data-vis-library.html" id="bundle:zurich-now-intelligence/enus/use/performance-analytics/concept/explore-data-vis-library.html"><body id="explore-data-vis-library"><main role="main"><article role="artic... | {
"attachments": {
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"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Exploring the Data Visualizations library
Find any data visualization in the Platform Analytics Data Visualizations library so that you can share information about your data with stakeholders and other users to evaluate the trends with real-time data. With the appropriate role, you can
also create a visualization.
... | ---
title: Exploring the Data Visualizations library
description: Find any data visualization in the Platform Analytics Data Visualizations
library so that you can share information about your data with stakeholders and
other users to evaluate the trends with real-time data. With the appropriate role,
you can als... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/performance-analytics/concept/uxa-data-sources.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/performance-analytics/concept/uxa-data-sources.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/performance-analytics/concept/uxa-data-sources.html | zurich | User Experience Analytics data sources for data visualizations | You can show metrics related to User Experience Analytics in a data visualization component. The available metrics depend on the visualization type. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics",
"Configuring data visualizations",
"Selecting data sources"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/performance-analytics/concept/uxa-data-sources.html" id="bundle:zurich-now-intelligence/enus/use/performance-analytics/concept/uxa-data-sources.html"><body id="uxa-data-sources"><main role="main"><article role="article" class="dita" id="uxa... | {
"attachments": {
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"available_languages": [
"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # User Experience Analytics data sources for data visualizations
You can show metrics related to User Experience Analytics in a data
visualization component. The available metrics depend on the visualization type.
Note: Users require the admin, analytics\_admin, or analytics\_viewer role to add User Experience Analyt... | ---
title: User Experience Analytics data sources for data visualizations
description: You can show metrics related to User Experience Analytics in a data visualization
component. The available metrics depend on the visualization type.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Ana... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/performance-analytics/concept/your-kpis.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/performance-analytics/concept/your-kpis.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/performance-analytics/concept/your-kpis.html | zurich | Managing indicators from the Platform Analytics library | The indicator library lists all the Performance Analytics indicators/KPIs to which you have access. Create a new indicator or migrate indicators to data snapshots from the library. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/performance-analytics/concept/your-kpis.html" id="bundle:zurich-now-intelligence/enus/use/performance-analytics/concept/your-kpis.html"><body id="your-kpis"><main role="main"><article role="article" class="dita" id="your-kpis" aria-labelled... | {
"attachments": {
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Managing indicators from the Platform Analytics library
The indicator library lists all the Performance Analytics indicators/KPIs to which you have access. Create a new indicator or migrate indicators to data snapshots from the library.
Open the list of indicators at Platform Analytics > Library > Indicators. Sort ... | ---
title: Managing indicators from the Platform Analytics library
description: The indicator library lists all the Performance Analytics indicators/KPIs
to which you have access. Create a new indicator or migrate indicators to data snapshots
from the library.
keywords: []
breadcrumbs:
- Analyze and optimize busine... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/performance-analytics/reference/tables-unlimited-breakdowns.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/performance-analytics/reference/tables-unlimited-breakdowns.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/performance-analytics/reference/tables-unlimited-breakdowns.html | zurich | Data snapshots sources and collection | Data snapshots include data sources for indicator score collection and the mapping between indicators and these sources. | [] | [
"Analyze and optimize business processes",
"Performance Analytics (Indicator data sources)",
"Configuring fundamentals",
"Data snapshots and multiple breakdowns"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/performance-analytics/reference/tables-unlimited-breakdowns.html" id="bundle:zurich-now-intelligence/enus/use/performance-analytics/reference/tables-unlimited-breakdowns.html"><body id="tables-unlimited-breakdowns"><main role="main"><articl... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
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"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Data snapshots sources and collection
Data snapshots include data sources for indicator score collection and the mapping between indicators and these sources.
## Data Snapshot sources
For each automated indicator that successfully has Data snapshots activated, the Performance Analytics indicator and breakdown sour... | ---
title: Data snapshots sources and collection
description: Data snapshots include data sources for indicator score collection and
the mapping between indicators and these sources.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Performance Analytics (Indicator data sources)
- Configuring fund... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/performance-analytics/task/activate-unlimited-breakdowns.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/performance-analytics/task/activate-unlimited-breakdowns.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/performance-analytics/task/activate-unlimited-breakdowns.html | zurich | Activate data snapshots | Enable data snapshots on an instance as a whole and on individual existing indicators (KPIs) on the instance. When data snapshots are enabled, you can apply multiple breakdown levels to an indicator. | [] | [
"Analyze and optimize business processes",
"Performance Analytics (Indicator data sources)",
"Configuring fundamentals",
"Data snapshots and multiple breakdowns"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/performance-analytics/task/activate-unlimited-breakdowns.html" id="bundle:zurich-now-intelligence/enus/use/performance-analytics/task/activate-unlimited-breakdowns.html"><body><main role="main"><article role="article" class="dita" aria-labe... | {
"attachments": {
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"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Activate data snapshots
Enable data snapshots on an instance as a whole and on individual existing indicators (KPIs) on the instance. When data snapshots are enabled, you can apply multiple breakdown levels to an indicator.
## Before you begin
You have to meet the following requirements:
* Your instance must be r... | ---
title: Activate data snapshots
description: Enable data snapshots on an instance as a whole and on individual existing
indicators (KPIs) on the instance. When data snapshots are enabled, you can apply
multiple breakdown levels to an indicator.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/performance-analytics/task/export-data-vis-from-dboard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/performance-analytics/task/export-data-vis-from-dboard.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/performance-analytics/task/export-data-vis-from-dboard.html | zurich | Download a data visualization from a dashboard | As a viewer, export individual data visualizations from a dashboard as a PNG or JPEG file. List visualizations have different options. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics",
"Viewing data visualizations"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/performance-analytics/task/export-data-vis-from-dboard.html" id="bundle:zurich-now-intelligence/enus/use/performance-analytics/task/export-data-vis-from-dboard.html"><body id="export-data-vis-from-dboard"><main role="main"><article role="ar... | {
"attachments": {
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"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Download a data visualization from a dashboard
As a viewer, export individual data visualizations from a dashboard as a PNG or JPEG file. List visualizations have different options.
## Before you begin
Important: Download to PNG/JPEG does not support indicator scorecards, pivot tables, single score data visualizat... | ---
title: Download a data visualization from a dashboard
description: As a viewer, export individual data visualizations from a dashboard as
a PNG or JPEG file. List visualizations have different options.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Data visua... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/reporting/concept/creating-data-visualizations.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/reporting/concept/creating-data-visualizations.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/reporting/concept/creating-data-visualizations.html | zurich | Creating data visualizations | See how to create data visualizations using different data sources. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/reporting/concept/creating-data-visualizations.html" id="bundle:zurich-now-intelligence/enus/use/reporting/concept/creating-data-visualizations.html"><body id="creating-data-visualizations"><main role="main"><article role="article" class="d... | {
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Creating data visualizations
See how to create data visualizations using different data sources.
Anyone with access to data can create a visualization of that data on a dashboard that they own. Users with the itil, report\_user, admin, or viz\_creator role can create a visualization in the Visualization Designer... | ---
title: Creating data visualizations
description: See how to create data visualizations using different data sources.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Data visualizations in Platform Analytics
---
# Creating data visualizations
See how to create ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/reporting/task/create-dv-analytics-list.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/reporting/task/create-dv-analytics-list.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/reporting/task/create-dv-analytics-list.html | zurich | Create a list visualization in the Visualization Designer | Create an expandable list of table records that can be drilled down to from chart interactions. List reports display data in the form of an expandable list. For example, an incident report grouped by priority displays only the priority names | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics",
"Creating data visualizations"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/reporting/task/create-dv-analytics-list.html" id="bundle:zurich-now-intelligence/enus/use/reporting/task/create-dv-analytics-list.html"><body id="create-dv-analytics-list"><main role="main"><article role="article" class="dita" id="create-dv... | {
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... | # Create a list visualization in the Visualization Designer
Create an expandable list of table records that can be drilled down to from chart interactions. List reports display data in the form of an expandable list. For example, an incident report grouped by priority displays only
the priority names and a number of r... | ---
title: Create a list visualization in the Visualization Designer
description: Create an expandable list of table records that can be drilled down to
from chart interactions. List reports display data in the form of an expandable
list. For example, an incident report grouped by priority displays only the priorit... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/reporting/task/delete-function-field.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/reporting/task/delete-function-field.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/reporting/task/delete-function-field.html | zurich | Deactivate a function field | The user who created a function field or a user with the admin role can deactivate it. If a table already has 20 function fields, you must deactivate one or more existing fields before creating another. | [] | [
"Analyze and optimize business processes",
"Reporting, dashboards, and Performance Analytics in the Core UI",
"Reporting",
"Advanced reporting topics",
"Report on function fields"
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... | # Deactivate a function field
The user who created a function field or a user with the admin role can deactivate it. If a table already has 20 function fields, you must deactivate one or more existing fields before creating another.
## Before you begin
Role required: admin
## Procedure
1. Perform one of the follow... | ---
title: Deactivate a function field
description: The user who created a function field or a user with the admin role can
deactivate it. If a table already has 20 function fields, you must deactivate one
or more existing fields before creating another.
keywords: []
breadcrumbs:
- Analyze and optimize business pro... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/reporting/task/export-report-pdf.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/reporting/task/export-report-pdf.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/reporting/task/export-report-pdf.html | zurich | Export a report to PDF | Export a report to PDF to use it outside of your ServiceNow instance. | [] | [
"Analyze and optimize business processes",
"Reporting, dashboards, and Performance Analytics in the Core UI",
"Reporting",
"Using reporting",
"Distribute reports"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/reporting/task/export-report-pdf.html" id="bundle:zurich-now-intelligence/enus/use/reporting/task/export-report-pdf.html"><body id="export-report-pdf"><main role="main"><article role="article" class="dita" id="export-report-pdf" aria-labell... | {
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... | # Export a report to PDF
Export a report to PDF to use it outside of your ServiceNow
instance.
## Before you begin
Role required: itil, report\_user, report\_group, report\_global, report\_admin, or
admin. The information in the exported report is only the information that you have
the right to access.
## Procedure... | ---
title: Export a report to PDF
description: Export a report to PDF to use it outside of your ServiceNow instance.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Reporting, dashboards, and Performance Analytics in the Core UI
- Reporting
- Using reporting
- Distribute reports
---
# Export a re... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/reporting/task/t_RunAReport.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/reporting/task/t_RunAReport.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/reporting/task/t_RunAReport.html | zurich | View a report | Open a report in the Report Designer to view current data in an existing report. | [
"reports",
"run"
] | [
"Analyze and optimize business processes",
"Reporting, dashboards, and Performance Analytics in the Core UI",
"Reporting",
"Using reporting"
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... | # View a report
Open a report in the Report Designer to view current data in an existing report.
## Before you begin
Role required: itil, report\_user, report\_group,
report\_global, report\_admin, or admin. To create a meaningful report, you must
have the right to access the data you want to report on.
To administ... | ---
title: View a report
description: Open a report in the Report Designer to view current data in an existing
report.
keywords:
- reports
- run
breadcrumbs:
- Analyze and optimize business processes
- Reporting, dashboards, and Performance Analytics in the Core UI
- Reporting
- Using reporting
---
# View a report
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/reporting/task/t_ScheduleAReport.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/reporting/task/t_ScheduleAReport.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/reporting/task/t_ScheduleAReport.html | zurich | Schedule emails of reports | Generate and distribute scheduled reports via email. | [
"Advanced Reporting",
"schedule reports",
"Reporting",
"report",
"Report",
"report output formats"
] | [
"Analyze and optimize business processes",
"Reporting, dashboards, and Performance Analytics in the Core UI",
"Reporting",
"Using reporting",
"Distribute reports"
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... | # Schedule emails of reports
Generate and distribute scheduled reports via email.
## Before you begin
Role required: report\_scheduler, report\_admin, admin
## About this task
Scheduled reports can be distributed in PDF, CSV, or XLS format. Graphical reports can be distributed in PNG or PDF format. Multilevel pivo... | ---
title: Schedule emails of reports
description: Generate and distribute scheduled reports via email.
keywords:
- Advanced Reporting
- schedule reports
- Reporting
- report
- Report
- report output formats
breadcrumbs:
- Analyze and optimize business processes
- Reporting, dashboards, and Performance Analytics in the... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/conditions-link-delink-toggle-records.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/conditions-link-delink-toggle-records.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/conditions-link-delink-toggle-records.html | zurich | Linking, delinking, and link conversion conditions | Several conditions can enable or disable you from linking, delinking, and hard or soft-linking records in Lead-to-Cash Process Management. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/conditions-link-delink-toggle-records.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/conditions-link-delink-toggle-records.html"><body id="conditions-link-delink-toggle-records"><main r... | {
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"title": "Using Sales and Order... | # Linking, delinking, and link conversion conditions
Several conditions can enable or disable you from linking, delinking, and hard or soft-linking records in Lead-to-Cash Process Management.
## Difference between hard and soft-linked nodes
Links can be toggled between hard and soft types based on whether they need ... | ---
title: Linking, delinking, and link conversion conditions
description: Several conditions can enable or disable you from linking, delinking,
and hard or soft-linking records in Lead-to-Cash Process Management.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/configure-opportunity-mgmt.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/configure-opportunity-mgmt.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/configure-opportunity-mgmt.html | zurich | Install and configure Opportunity Management | Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/configure-opportunity-mgmt.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/configure-opportunity-mgmt.html"><body id="configure-opportunity-mgmt"><main role="main"><article role="article... | {
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"title": "Configuring Sales and... | # Install and configure Opportunity Management
Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such
as needs analysis, used in Opportunity M... | ---
title: Install and configure Opportunity Management
description: Install the Opportunity Management application, which enables sales agents
and account executives to get pre-sales product recommendations based on customer
needs. You then assign the user roles and configure related features, such as needs
anal... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/configuring-customer-engagement-sequences.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/configuring-customer-engagement-sequences.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/configuring-customer-engagement-sequences.html | zurich | Configuring Customer Engagement Sequences | Plan and configure your implementation of Customer Engagement Sequences. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/configuring-customer-engagement-sequences.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/configuring-customer-engagement-sequences.html"><body id="configuring-customer-engagement-sequen... | {
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"title": "Configuring Sales and... | # Configuring Customer Engagement Sequences
Plan and configure your implementation of Customer Engagement Sequences.
## Configuration overview
1. Install Customer Engagement Sequences
You can install the Customer Engagement Sequences application (com.sn\_crm\_sequence) if you have the admin role. The applicat... | ---
title: Configuring Customer Engagement Sequences
description: Plan and configure your implementation of Customer Engagement Sequences.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
---
# Configuring Customer Engagement Sequences
Plan and configure you... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/configuring-lead-cash-process-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/configuring-lead-cash-process-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/configuring-lead-cash-process-management.html | zurich | Configuring Lead-to-Cash Process Management | Plan and configure your implementation of Lead-to-Cash Process Management. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/configuring-lead-cash-process-management.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/configuring-lead-cash-process-management.html"><body id="configuring-lead-cash-process-management... | {
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"title": "Configuring Sales and... | # Configuring Lead-to-Cash Process Management
Plan and configure your implementation of Lead-to-Cash Process Management.
## Configuration overview
1. Review the dependencies for installing and using Lead-to-Cash Process Management.
* For sales process managers to be able to create and monitor sales process record... | ---
title: Configuring Lead-to-Cash Process Management
description: Plan and configure your implementation of Lead-to-Cash Process Management.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
---
# Configuring Lead-to-Cash Process Management
Plan and configu... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/customizing-sales-process-dashboard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/customizing-sales-process-dashboard.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/customizing-sales-process-dashboard.html | zurich | Customizing the sales process dashboard | Customizing the number of levels and tile content on the node map enhances clarity and control so sales process managers can focus on relevant data and navigate more easily through complex sales processes. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/customizing-sales-process-dashboard.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/customizing-sales-process-dashboard.html"><body id="customizing-sales-process-dashboard"><main role="m... | {
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"title": "Configuring Sales and... | # Customizing the sales process dashboard
Customizing the number of levels and tile content on the node map enhances clarity and control so sales process managers can focus on relevant data and navigate more easily through complex sales processes.
| ---
title: Customizing the sales process dashboard
description: Customizing the number of levels and tile content on the node map enhances
clarity and control so sales process managers can focus on relevant data and navigate
more easily through complex sales processes.
keywords: []
breadcrumbs:
- Sales and Order Ma... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/defining-prod-characteristics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/defining-prod-characteristics.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/defining-prod-characteristics.html | zurich | Defining product characteristics and characteristic options | As a product catalog admin, you create the characteristics and characteristic options for product offerings and specifications. Product characteristics are attributes that define and describe a product. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring product offerings and catalogs",
"Create product offerings"
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},
{
"title": "Configuring Sales and... | # Defining product characteristics and characteristic options
As a product catalog admin, you create the characteristics and characteristic options for product offerings and specifications. Product characteristics are attributes that define and describe a product.
For example, if a product offering is a bike, the cha... | ---
title: Defining product characteristics and characteristic options
description: As a product catalog admin, you create the characteristics and characteristic
options for product offerings and specifications. Product characteristics are attributes
that define and describe a product.
keywords: []
breadcrumbs:
- S... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/elements-of-sales-sequence.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/elements-of-sales-sequence.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/elements-of-sales-sequence.html | zurich | Elements of a sequence | Learn about some of the key elements of sequences before setting up a customer engagement sequence. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Customer Engagement Sequences"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/elements-of-sales-sequence.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/elements-of-sales-sequence.html"><body id="elements-of-sales-sequence"><main role="main"><article role="article... | {
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"title": "Configuring Sales and... | # Elements of a sequence
Learn about some of the key elements of sequences before setting up a customer engagement sequence.
A typical sequence is composed of several elements:
#### Trigger conditions
The conditions that initiate a sequence. For example, creation of a new lead, a demo request, a website visit, and s... | ---
title: Elements of a sequence
description: Learn about some of the key elements of sequences before setting up a
customer engagement sequence.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configuring Customer Engagement Sequences
---
# Elements of... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/enabling-email-l2c-process-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/enabling-email-l2c-process-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/enabling-email-l2c-process-management.html | zurich | Setting conditions for enabling email access in Lead-to-Cash Process Management | Sales process managers must be granted access to compose emails for the sales entity records that are monitored within a sales process record. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/enabling-email-l2c-process-management.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/enabling-email-l2c-process-management.html"><body id="enabling-email-l2c-process-management"><main r... | {
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"title": "Configuring Sales and... | # Setting conditions for enabling email access in Lead-to-Cash Process Management
Sales process managers must be granted access to compose emails for the sales entity records that are monitored within a sales process record.
Sales process managers can compose and send emails related to a sales process record by defau... | ---
title: Setting conditions for enabling email access in Lead-to-Cash Process Management
description: Sales process managers must be granted access to compose emails for the
sales entity records that are monitored within a sales process record.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sa... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/explore-customer-engagement-sequences.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/explore-customer-engagement-sequences.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/explore-customer-engagement-sequences.html | zurich | Customer Engagement Sequences | Customer Engagement Sequences is a playbook that consists of a series of automated and manual activities that can be set up to engage with leads and customers across their entire life cycle through various channels. | [] | [
"Sales and Order Management",
"Exploring Sales and Order Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/explore-customer-engagement-sequences.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/explore-customer-engagement-sequences.html"><body id="explore-customer-engagement-sequences"><main r... | {
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"title": "Exploring Sales and O... | # Customer Engagement Sequences
Customer Engagement Sequences is a playbook that consists of a series of automated and manual activities that can be set up to engage with leads and customers across their entire life cycle through various
channels.
## Customer Engagement Sequences overview
Use ServiceNow®
Customer E... | ---
title: Customer Engagement Sequences
description: "Customer Engagement Sequences is a playbook that consists of a series\
\ of automated and manual activities that can be set up to engage with leads and\
\ customers across their entire life cycle\u200B through various channels."
keywords: []
breadcrumbs:
- Sale... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/explore-lead-cash-process-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/explore-lead-cash-process-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/explore-lead-cash-process-management.html | zurich | Lead-to-Cash Process Management | The ServiceNow® Lead-to-Cash Process Management application empowers sales teams by providing a consolidated view of all critical sales data and activities. | [] | [
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"Exploring Sales and Order Management"
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"title": "Exploring Sales and O... | # Lead-to-Cash Process Management
The ServiceNow®
Lead-to-Cash Process Management application empowers sales teams by providing a consolidated view of all critical sales data and activities.
## Lead-to-Cash Process Management overview
Lead-to-Cash Process Management is a centralized, real-time command center that ag... | ---
title: Lead-to-Cash Process Management
description: "The ServiceNow\xAE Lead-to-Cash Process Management application empowers\
\ sales teams by providing a consolidated view of all critical sales data and activities."
keywords: []
breadcrumbs:
- Sales and Order Management
- Exploring Sales and Order Management
---... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/export-import-product-catalog-entities.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/export-import-product-catalog-entities.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/export-import-product-catalog-entities.html | zurich | Exporting and importing product catalog entities | As a product catalog admin, you can both export and import product catalog entities between ServiceNow instances. For example, you can promote catalog entities from a non-production instance to a production instance. Each process involves a separate set of steps. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring product offerings and catalogs"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/export-import-product-catalog-entities.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/export-import-product-catalog-entities.html"><body id="export-import-product-catalog-entities"><mai... | {
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"title": "Configuring Sales and... | # Exporting and importing product catalog entities
As a product catalog admin, you can both export and import product catalog entities between ServiceNow instances. For example, you can promote catalog entities from a non-production instance to a production instance. Each process involves a separate set of steps.
## ... | ---
title: Exporting and importing product catalog entities
description: As a product catalog admin, you can both export and import product catalog
entities between ServiceNow instances. For example, you can promote catalog entities
from a non-production instance to a production instance. Each process involves a
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/install-and-configure-lead-to-cash.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/install-and-configure-lead-to-cash.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/install-and-configure-lead-to-cash.html | zurich | Install and configure Lead to Cash Core | Install the Lead to Cash Core application, which enables you to compose and build workflows that your organization maintains for the life cycle of a sold product. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/install-and-configure-lead-to-cash.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/install-and-configure-lead-to-cash.html"><body id="install-and-configure-lead-to-cash"><main role="main... | {
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"title": "Configuring Sales and... | # Install and configure Lead to Cash Core
Install the Lead to Cash Core application, which enables you to compose and build workflows that your organization maintains for the life cycle of a sold product.
This mapping provides your users with a unified workflow experience across different entities.
Admins and users ... | ---
title: Install and configure Lead to Cash Core
description: Install the Lead to Cash Core application, which enables you to compose
and build workflows that your organization maintains for the life cycle of a sold
product.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Mana... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/modify-data-retention-table-cleanup-sales-cart.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/modify-data-retention-table-cleanup-sales-cart.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/modify-data-retention-table-cleanup-sales-cart.html | zurich | Modifying the data retention and table cleanup policy for the Sales Cart application | A default data retention and table cleanup policy automatically deletes records from the Sales Cart application based on predefined conditions. You can modify these conditions to match your organization's policies. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring the Business Portal"
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"title": "Configuring Sales and... | # Modifying the data retention and table cleanup policy for the Sales Cart application
A default data retention and table cleanup policy automatically deletes records from the Sales Cart application based on predefined conditions. You can modify these conditions to match your organization's
policies.
By default, reco... | ---
title: Modifying the data retention and table cleanup policy for the Sales Cart application
description: A default data retention and table cleanup policy automatically deletes
records from the Sales Cart application based on predefined conditions. You can
modify these conditions to match your organization's po... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/modifying-table-cleanup-policy-l2c-process-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/modifying-table-cleanup-policy-l2c-process-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/modifying-table-cleanup-policy-l2c-process-management.html | zurich | Modifying data retention and table cleanup policy for Lead-to-Cash Process Management | Modify the default data retention and table cleanup policy for Lead-to-Cash Process Management to match your organizations requirements. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/modifying-table-cleanup-policy-l2c-process-management.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/modifying-table-cleanup-policy-l2c-process-management.html"><body id="modifying-tabl... | {
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"title": "Configuring Sales and... | # Modifying data retention and table cleanup policy for Lead-to-Cash Process Management
Modify the default data retention and table cleanup policy for Lead-to-Cash Process Management to match your organizations requirements.
By default, records are deleted from the Business Process Record [sn\_bo\_core\_process\_reco... | ---
title: Modifying data retention and table cleanup policy for Lead-to-Cash Process
Management
description: Modify the default data retention and table cleanup policy for Lead-to-Cash
Process Management to match your organizations requirements.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/monitor-track-sales-activities.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/monitor-track-sales-activities.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/monitor-track-sales-activities.html | zurich | Monitoring and tracking sales activities | Monitor and track sales activities for a customer account after you have created a sales process record. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/monitor-track-sales-activities.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/monitor-track-sales-activities.html"><body id="monitor-track-sales-activities"><main role="main"><article r... | {
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"title": "Using Sales and Order... | # Monitoring and tracking sales activities
Monitor and track sales activities for a customer account after you have created a sales process record.
The Details, Activity, and Tasks tabs provide the following information when you select a node on the Lead-to-Cash Process Management sales process node map:
#### Sales e... | ---
title: Monitoring and tracking sales activities
description: Monitor and track sales activities for a customer account after you have
created a sales process record.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Lead-to-Cash Process Management
---
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/navigating-sales-process-dashboard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/navigating-sales-process-dashboard.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/navigating-sales-process-dashboard.html | zurich | Navigating the sales process dashboard | Become familiar with the various elements that make up the sales process dashboard in the Lead-to-Cash Process Management application. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/navigating-sales-process-dashboard.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/navigating-sales-process-dashboard.html"><body id="navigating-sales-process-dashboard"><main role="main... | {
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"title": "Using Sales and Order... | # Navigating the sales process dashboard
Become familiar with the various elements that make up the sales process dashboard in the Lead-to-Cash Process Management application.
The sales process dashboard in the Lead-to-Cash Process Management application offers a consolidated view of sales activities across entities ... | ---
title: Navigating the sales process dashboard
description: Become familiar with the various elements that make up the sales process
dashboard in the Lead-to-Cash Process Management application.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Lead-to-C... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/order-management-configure-business-portal.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/order-management-configure-business-portal.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/order-management-configure-business-portal.html | zurich | Configuring the Business Portal | Admins can configure the Business Portal (sn_b2b_portal) so that customer can browse products and create orders in Sales and Order Management. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/order-management-configure-business-portal.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/order-management-configure-business-portal.html"><body id="order-management-configure-business-... | {
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"title": "Configuring Sales and... | # Configuring the Business Portal
Admins can configure the Business Portal (sn\_b2b\_portal) so that customer can browse products and create orders in Sales and Order Management.
## Configuration overview
1. Install the following plugins in the given order using the Application Manager to set up the Business Portal:... | ---
title: Configuring the Business Portal
description: Admins can configure the Business Portal (sn_b2b_portal) so that customer
can browse products and create orders in Sales and Order Management.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
---
# Con... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/order-mgt-integrating-cspm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/order-mgt-integrating-cspm.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/order-mgt-integrating-cspm.html | zurich | Order Management diagnostics capability | Agents can use ServiceNow® Order Management diagnostics capability to diagnose and resolve service issues related to order tasks and domain orders. | [] | [
"Sales and Order Management",
"Extending Order Management with ServiceNow applications and integrations"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/order-mgt-integrating-cspm.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/order-mgt-integrating-cspm.html"><body id="order-mgt-integrating-cspm"><main role="main"><article role="article... | {
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"title": "Extending Order Manag... | # Order Management diagnostics capability
Agents can use ServiceNow®
Order Management diagnostics capability to diagnose and resolve service issues related to order tasks and domain orders.
Install these plugins:
* Sales and Order Management plugin
* Service test management plugin
For more information about ser... | ---
title: Order Management diagnostics capability
description: "Agents can use ServiceNow\xAE Order Management diagnostics capability\
\ to diagnose and resolve service issues related to order tasks and domain orders."
keywords: []
breadcrumbs:
- Sales and Order Management
- Extending Order Management with ServiceNo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/order-mgt-overview.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/order-mgt-overview.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/order-mgt-overview.html | zurich | Sales and Order Management | Learn how you can use the ServiceNow® Sales and Order Management (SOM) applications to manage the product sales life cycle in your organization. Your agents can use these applications to generate pre-sales leads and opportunities, provide sales quotes, capture and | [] | [] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/order-mgt-overview.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/order-mgt-overview.html"><body id="order-mgt-overview"><main role="main"><article role="article" class="dita" id="order... | {
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"breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-order-management\">Zurich Sales and Order Management</a>\n<span><i class=\"fa fa-ang... | # Sales and Order Management
Learn how you can use the ServiceNow®
Sales and Order Management (SOM) applications to manage the product sales life cycle in your organization. Your agents can use these applications to generate pre-sales leads and opportunities, provide sales
quotes, capture and fulfill orders, work with... | ---
title: Sales and Order Management
description: "Learn how you can use the ServiceNow\xAE Sales and Order Management\
\ (SOM) applications to manage the product sales life cycle in your organization.\
\ Your agents can use these applications to generate pre-sales leads and opportunities,\
\ provide sales quote... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/partner-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/partner-workspace.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/partner-workspace.html | zurich | Partner Workspace | Partner admins, agents, and managers can manage partner programs and partnerships on the partner workspace to triage cases and requests from customers. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configure Partner Relationship Management"
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"title": "Configuring Sales and... | # Partner Workspace
Partner admins, agents, and managers can manage partner programs and partnerships on the partner workspace to triage cases and requests from customers.
## Overview of the workspace
Use the CSM Configurable Workspace to enable Enterprise Partner Admin (sn\_prm.enterprise\_partner\_admin) and Enter... | ---
title: Partner Workspace
description: Partner admins, agents, and managers can manage partner programs and
partnerships on the partner workspace to triage cases and requests from customers.
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https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/quote-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/quote-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/quote-management.html | zurich | Quote Management | Quote Management is an application used to create and manage product and service quotes. Quote Management can be a separate application or part of the Sales and Order Management (SOM) application. | [] | [
"Sales and Order Management",
"Exploring Sales and Order Management"
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"title": "Exploring Sales and O... | # Quote Management
Quote Management is an application used to create and manage product and service quotes. Quote Management can be a separate application or part of the Sales and Order Management (SOM) application.
A quote is a formal offer for products and services, proposed at specific prices and related payment t... | ---
title: Quote Management
description: Quote Management is an application used to create and manage product
and service quotes. Quote Management can be a separate application or part of the
Sales and Order Management (SOM) application.
keywords: []
breadcrumbs:
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- Exploring Sales and O... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/quote-mgmt-using.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/quote-mgmt-using.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/quote-mgmt-using.html | zurich | Using Quote Management | Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes. | [] | [
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"Using Sales and Order Management applications"
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"title": "Using Sales and Order... | # Using Quote Management
Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes.
Table 1. Quote Management tabs
| Quote Management tab | Description |
| --- | --- |
| Details tab | Add details of the quote, such as address and c... | ---
title: Using Quote Management
description: Use the Quote Management application to build your quote. The interface
includes the following tabs to help you create and manage product quotes.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
---
# Using Quote Man... |
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"Sales and Order Management"
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"breadcrumbs_html": "<a href=\"https:... | # Configuring Sales and Order Management applications
Set up the Sales and Order Management (SOM) applications so that your agents can work on various stages of the product sales life cycle, such as sales opportunities, quotes, order capture and fulfillment, contracts and
entitlements, and also the basic product catal... | ---
title: Configuring Sales and Order Management applications
description: Set up the Sales and Order Management (SOM) applications so that your
agents can work on various stages of the product sales life cycle, such as sales
opportunities, quotes, order capture and fulfillment, contracts and entitlements,
and a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/som-self-service-business-portal.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/som-self-service-business-portal.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/som-self-service-business-portal.html | zurich | Customer Self-Service for Sales and Order Management | Support your business-to-business customers by enabling self-service capabilities through the Business Portal to create and manage orders and submit order issues and requests. | [] | [
"Sales and Order Management",
"Exploring Sales and Order Management"
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"title": "Exploring Sales and O... | # Customer Self-Service for Sales and Order Management
Support your business-to-business customers by enabling self-service capabilities through the Business Portal to create and manage orders and submit order issues and requests.
## Business Portal overview
The Business Portal is a self-service web portal that supp... | ---
title: Customer Self-Service for Sales and Order Management
description: Support your business-to-business customers by enabling self-service
capabilities through the Business Portal to create and manage orders and submit
order issues and requests.
keywords: []
breadcrumbs:
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- Explor... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/som-using.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/som-using.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/som-using.html | zurich | Using Sales and Order Management applications | As agents and managers, you use the CSM Configurable Workspace to complete various tasks when using the Sales and Order Management applications. From the workspace you can access product catalogs to see the product offerings available in your organization. You | [] | [
"Sales and Order Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/som-using.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/som-using.html"><body id="som-using"><main role="main"><article role="article" class="dita" id="som-using" aria-labelledby="titl... | {
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"breadcrumbs_html": "<a href=\"https:... | # Using Sales and Order Management applications
As agents and managers, you use the CSM Configurable Workspace to complete various tasks when using the Sales and Order Management applications. From the workspace you can access product catalogs to see the product offerings available in your organization. You can also u... | ---
title: Using Sales and Order Management applications
description: As agents and managers, you use the CSM Configurable Workspace to complete
various tasks when using the Sales and Order Management applications. From the workspace
you can access product catalogs to see the product offerings available in your org... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/using-customer-engagement-sequences.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/using-customer-engagement-sequences.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/using-customer-engagement-sequences.html | zurich | Using Customer Engagement Sequences | Sales representatives view and work on sequence tasks assigned to them using the Customer Engagement Sequences application. | [] | [
"Sales and Order Management",
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"title": "Using Sales and Order... | # Using Customer Engagement Sequences
Sales representatives view and work on sequence tasks assigned to them using the Customer Engagement Sequences application.
## Overview of using Customer Engagement Sequences
Access the Customer Engagement Sequences app from the CSM Configurable Workspace to view your sequence t... | ---
title: Using Customer Engagement Sequences
description: Sales representatives view and work on sequence tasks assigned to them
using the Customer Engagement Sequences application.
keywords: []
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- Sales and Order Management
- Using Sales and Order Management applications
---
# Using Customer Engagemen... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/using-lead-cash-process-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/using-lead-cash-process-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/using-lead-cash-process-management.html | zurich | Using Lead-to-Cash Process Management | Sales process managers can use Lead-to-Cash Process Management to create sales process records and monitor and track sales processes through a consolidated dashboard. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications"
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"title": "Using Sales and Order... | # Using Lead-to-Cash Process Management
Sales process managers can use Lead-to-Cash Process Management to create sales process records and monitor and track sales processes through a consolidated dashboard.
## Overview of creating and monitoring sales processes
Access the Lead-to-Cash Process Management application ... | ---
title: Using Lead-to-Cash Process Management
description: Sales process managers can use Lead-to-Cash Process Management to create
sales process records and monitor and track sales processes through a consolidated
dashboard.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Manageme... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/using-partner-relationship-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/using-partner-relationship-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/concept/using-partner-relationship-management.html | zurich | Using Partner Relationship Management | Install the Partner Relationship Management plugin (com.snc.partner_relationship_management) to enable admins and channel partners to use the self-service Partner portal. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/using-partner-relationship-management.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/concept/using-partner-relationship-management.html"><body id="using-partner-relationship-management"><main r... | {
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"title": "Using Sales and Order... | # Using Partner Relationship Management
Install the Partner Relationship Management plugin (com.snc.partner\_relationship\_management) to enable admins and channel partners to use the self-service Partner portal.
As an Enterprise Partner Relationship manager or a channel partner you can use the Partner Portal to do a... | ---
title: Using Partner Relationship Management
description: Install the Partner Relationship Management plugin (com.snc.partner_relationship_management)
to enable admins and channel partners to use the self-service Partner portal.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Manage... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-attachments-sales-process.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-attachments-sales-process.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/add-attachments-sales-process.html | zurich | Add attachments for a sales process record | Attach files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Lead-to-Cash Process Management"
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"title": "Using Sales and Order... | # Add attachments for a sales process record
Attach files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.
## Before you begin
Role required: sales process manager [sn\_l2c\_cockpit.s... | ---
title: Add attachments for a sales process record
description: Attach files, documents, or images such as implementation plans, customer-provided
specifications, or finalized quotes related to a customer account you're monitoring
with a sales process record.
keywords: []
breadcrumbs:
- Sales and Order Managemen... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-complex-characteristics-to-an-order.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-complex-characteristics-to-an-order.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/add-complex-characteristics-to-an-order.html | zurich | Add complex characteristics to an order | placeholder topic | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Order Management",
"Create an order in Order Management"
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placeholder topic
## Before you begin
Role required: admin
## Procedure
Navigate to All > > .
| ---
title: Add complex characteristics to an order
description: placeholder topic
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Order Management
- Create an order in Order Management
---
# Add complex characteristics to an order
placeholder topic
## Be... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-header-discount-to-a-quote.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-header-discount-to-a-quote.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/add-header-discount-to-a-quote.html | zurich | Add a header discount to a quote | Apply a percentage-based discount to the entire quote, or to a selected type of line items within the quote. The quote line items automatically inherit the designated discount percentage as a manual adjustment on the quote line level. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Quote Management"
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"title": "Using Sales and Order... | # Add a header discount to a quote
Apply a percentage-based discount to the entire quote, or to a selected type of line items within the quote. The quote line items automatically inherit the designated discount percentage as a manual adjustment on the quote
line level.
## Before you begin
Role required: Sales Agent ... | ---
title: Add a header discount to a quote
description: Apply a percentage-based discount to the entire quote, or to a selected
type of line items within the quote. The quote line items automatically inherit
the designated discount percentage as a manual adjustment on the quote line level.
keywords: []
breadcrumbs... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-header-discount-to-an-order.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-header-discount-to-an-order.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/add-header-discount-to-an-order.html | zurich | Add a header discount to an order | Apply a percentage-based discount to the entire order, or to a selected type of line item within the order. The order line items automatically inherit the designated discount percentage as a manual adjustment on the order line level. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Order Management",
"Create an order in Order Management"
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"title": "Using Sales and Order... | # Add a header discount to an order
Apply a percentage-based discount to the entire order, or to a selected type of line item within the order. The order line items automatically inherit the designated discount percentage as a manual adjustment on the order
line level.
## Before you begin
Role required: Order Agent ... | ---
title: Add a header discount to an order
description: Apply a percentage-based discount to the entire order, or to a selected
type of line item within the order. The order line items automatically inherit the
designated discount percentage as a manual adjustment on the order line level.
keywords: []
breadcrumbs... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-logo-sales-cart-pdf.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/add-logo-sales-cart-pdf.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/add-logo-sales-cart-pdf.html | zurich | Add a logo to the sales cart PDF | Customize and embed your company logo in sales cart summary PDFs to ensure consistent branding and alignment with corporate identity standards. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring the Business Portal"
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"title": "Configuring Sales and... | # Add a logo to the sales cart PDF
Customize and embed your company logo in sales cart summary PDFs to ensure consistent branding and alignment with corporate identity standards.
## Before you begin
Role required: admin
## Procedure
1. Navigate to All > System Definition > Tables.
2. In the Name search field, ente... | ---
title: Add a logo to the sales cart PDF
description: Customize and embed your company logo in sales cart summary PDFs to ensure
consistent branding and alignment with corporate identity standards.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Config... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/assign-roles-lead-cash-process-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/assign-roles-lead-cash-process-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/assign-roles-lead-cash-process-management.html | zurich | Assign roles to Lead-to-Cash Process Management users | Assign roles to your users so that they can access features, capabilities, and data in the Lead-to-Cash Process Management application. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Lead-to-Cash Process Management"
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"title": "Configuring Sales and... | # Assign roles to Lead-to-Cash Process Management users
Assign roles to your users so that they can access features, capabilities, and data in the Lead-to-Cash Process Management application.
## Before you begin
Before you can assign roles to your users and groups, make sure you have created and configured required ... | ---
title: Assign roles to Lead-to-Cash Process Management users
description: Assign roles to your users so that they can access features, capabilities,
and data in the Lead-to-Cash Process Management application.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applicat... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-business-object-group-define-entity-relationship.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-business-object-group-define-entity-relationship.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-business-object-group-define-entity-relationship.html | zurich | Set up business objects for sales process records in Lead-to-Cash Process Management | Create the business objects necessary for sales process managers to create sales process records using these entities. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Lead-to-Cash Process Management"
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"title": "Configuring Sales and... | # Set up business objects for sales process records in Lead-to-Cash Process Management
Create the business objects necessary for sales process managers to create sales process records using these entities.
## Before you begin
Role required: Business object writer [sn\_bo\_core.business\_object\_writer]
## Procedure... | ---
title: Set up business objects for sales process records in Lead-to-Cash Process Management
description: Create the business objects necessary for sales process managers to create
sales process records using these entities.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Manag... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-business-process-tasks.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-business-process-tasks.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-business-process-tasks.html | zurich | Create business process tasks | Track tasks for sales process records in Lead-to-Cash Process Management such as the closure of all linked opportunities or generating orders. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-business-process-tasks.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-business-process-tasks.html"><body id="create-business-process-tasks"><main role="main"><article role="arti... | {
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"title": "Sales and Order Management",
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{
"title": "Using Sales and Order... | # Create business process tasks
Track tasks for sales process records in Lead-to-Cash Process Management such as the closure of all linked opportunities or generating orders.
## Before you begin
Role required: sales process manager [sn\_l2c\_cockpit.sales\_process\_manager]
## Procedure
1. Navigate to Workspaces >... | ---
title: Create business process tasks
description: Track tasks for sales process records in Lead-to-Cash Process Management
such as the closure of all linked opportunities or generating orders.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Lead-to-Ca... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-cases-for-channel-partners.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-cases-for-channel-partners.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-cases-for-channel-partners.html | zurich | Create cases for channel partners | Create customer service cases for channel partners to manage customer queries and offer resolution. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configure Partner Relationship Management",
"Partner Workspace"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-cases-for-channel-partners.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-cases-for-channel-partners.html"><body id="create-cases-for-channel-partners"><main role="main"><articl... | {
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},
{
"title": "Configuring Sales and... | # Create cases for channel partners
Create customer service cases for channel partners to manage customer queries and offer resolution.
## Before you begin
Role required: sn\_prm.enterprise\_partner\_rel\_manager or sn\_prm.enterprise\_partner\_agent
## About this task
## Procedure
1. Navigate to the CSM/FSM Conf... | ---
title: Create cases for channel partners
description: Create customer service cases for channel partners to manage customer
queries and offer resolution.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configure Partner Relationship Management
- Partn... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-channel-partner-record.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-channel-partner-record.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-channel-partner-record.html | zurich | Create Channel Partner record | Create and track channel partner records on the partner workspace to manage and store all information related to the channel partners. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configure Partner Relationship Management",
"Partner Workspace"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-channel-partner-record.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-channel-partner-record.html"><body id="create-channel-partner-record"><main role="main"><article role="arti... | {
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{
"title": "Sales and Order Management",
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},
{
"title": "Configuring Sales and... | # Create Channel Partner record
Create and track channel partner records on the partner workspace to manage and store all information related to the channel partners.
## Before you begin
Role required: sn\_prm.enterprise\_partner\_admin
## Procedure
1. Navigate to the CSM/FSM Configurable Workspace and select the ... | ---
title: Create Channel Partner record
description: Create and track channel partner records on the partner workspace to
manage and store all information related to the channel partners.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configure Partner ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-checklists-l2c-process-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-checklists-l2c-process-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-checklists-l2c-process-management.html | zurich | Create and manage task checklists | Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-checklists-l2c-process-management.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-checklists-l2c-process-management.html"><body id="create-checklists-l2c-process-management"><mai... | {
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{
"title": "Sales and Order Management",
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},
{
"title": "Using Sales and Order... | # Create and manage task checklists
Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders.
## Before you begin
Role required: sales process manager [sn\_l2c\_cockpit.sales\_process\_manager]
## Procedure
1. Navigate to Workspaces > CSM/FSM ... | ---
title: Create and manage task checklists
description: Create and manage checklists to track progress on completing routine
or repetitive tasks and processes such as fulfilling orders.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Lead-to-Cash Proces... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-cost-attribute-adjustment.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-cost-attribute-adjustment.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-cost-attribute-adjustment.html | zurich | Create and publish a cost-based attribute adjustment | Set different product costs based on product attributes, such as model or size, by applying cost adjustments for a product offering by cost book or specified cost book line. The base cost is the cost at the cost book line. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring product pricing"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-cost-attribute-adjustment.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-cost-attribute-adjustment.html"><body id="create-cost-attribute-adjustment"><main role="main"><article r... | {
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"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Create and publish a cost-based attribute adjustment
Set different product costs based on product attributes, such as model or size, by applying cost adjustments for a product offering by cost book or specified cost book line. The base cost is the cost at the cost book line.
Product cost is the base cost plus attrib... | ---
title: Create and publish a cost-based attribute adjustment
description: Set different product costs based on product attributes, such as model
or size, by applying cost adjustments for a product offering by cost book or specified
cost book line. The base cost is the cost at the cost book line.
keywords: []
bre... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-custom-filters-consolidated-tasks-evam.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-custom-filters-consolidated-tasks-evam.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-custom-filters-consolidated-tasks-evam.html | zurich | Customize Tasks tab views using EVAM | Customize the sales entities from which the tasks are displayed, icon and fields that are displayed on each task tile, and create custom options to filter and view consolidated tasks on the sales process dashboard in Lead-to-Cash Process Management using | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Lead-to-Cash Process Management",
"Customizing the sales process dashboard"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-custom-filters-consolidated-tasks-evam.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-custom-filters-consolidated-tasks-evam.html"><body id="create-custom-filters-consolidated-t... | {
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{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Customize Tasks tab views using EVAM
Customize the sales entities from which the tasks are displayed, icon and fields that are displayed on each task tile, and create custom options to filter and view consolidated tasks on the sales process dashboard in Lead-to-Cash Process Management using Entity View Action Mappin... | ---
title: Customize Tasks tab views using EVAM
description: Customize the sales entities from which the tasks are displayed, icon
and fields that are displayed on each task tile, and create custom options to filter
and view consolidated tasks on the sales process dashboard in Lead-to-Cash Process
Management usin... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-customer-engagement-sequence.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-customer-engagement-sequence.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-customer-engagement-sequence.html | zurich | Create a customer engagement sequence | Create a customer engagement sequence to guide your sales representatives through engaging with their prospects and customers. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Customer Engagement Sequences"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-customer-engagement-sequence.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-customer-engagement-sequence.html"><body id="create-customer-engagement-sequence"><main role="main"><... | {
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"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Create a customer engagement sequence
Create a customer engagement sequence to guide your sales representatives through engaging with their prospects and customers.
## Before you begin
Role required: playbook.admin or pd\_author
## About this task
Setting up a sequence is based on playbooks and requires you to b... | ---
title: Create a customer engagement sequence
description: Create a customer engagement sequence to guide your sales representatives
through engaging with their prospects and customers.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configuring Custom... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-new-quote.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-new-quote.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-new-quote.html | zurich | Create a quote | Create a quote in Quote Management to start the quote building process. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Quote Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-new-quote.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-new-quote.html"><body id="create-new-quote"><main role="main"><article role="article" class="dita" id="create-new-quote"... | {
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},
{
"title": "Using Sales and Order... | # Create a quote
Create a quote in Quote Management to start the quote building process.
## Before you begin
Role required: sales\_agent
## About this task
When you start a quote, a dialog box prompts you for quote information. You can choose to create a quote for a customer account or consumer. The dialog box cha... | ---
title: Create a quote
description: Create a quote in Quote Management to start the quote building process.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Quote Management
---
# Create a quote
Create a quote in Quote Management to start the quote buil... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-partner-programs-on-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-partner-programs-on-workspace.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-partner-programs-on-workspace.html | zurich | Create Partner Programs on the CSM Configurable Workspace | Enable channel partners to participate in structured initiatives designed to drive revenue, enhance market reach, and build customer relationships by creating partner programs on the workspace. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configure Partner Relationship Management",
"Partner Workspace"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-partner-programs-on-workspace.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-partner-programs-on-workspace.html"><body id="create-partner-programs-on-workspace"><main role="main... | {
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"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Create Partner Programs on the CSM Configurable Workspace
Enable channel partners to participate in structured initiatives designed to drive revenue, enhance market reach, and build customer relationships by creating partner programs on the workspace.
## Before you begin
Role required: sn\_prm.enterprise\_partner\... | ---
title: Create Partner Programs on the CSM Configurable Workspace
description: Enable channel partners to participate in structured initiatives designed
to drive revenue, enhance market reach, and build customer relationships by creating
partner programs on the workspace.
keywords: []
breadcrumbs:
- Sales and Or... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-partnerships-on-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-partnerships-on-workspace.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-partnerships-on-workspace.html | zurich | Create Partnerships on the CSM Configurable Workspace | With the Partner Relationship Management application, you can establish a relationship between channel partners and partner programs on the workspace. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configure Partner Relationship Management",
"Partner Workspace"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-partnerships-on-workspace.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-partnerships-on-workspace.html"><body id="create-partnerships-on-workspace"><main role="main"><article r... | {
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{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Create Partnerships on the CSM Configurable Workspace
With the Partner Relationship Management application, you can establish a relationship between channel partners and partner programs on the workspace.
## Before you begin
Role required: sn\_prm.enterprise\_partner\_admin
## Procedure
1. Navigate to the CSM/FS... | ---
title: Create Partnerships on the CSM Configurable Workspace
description: With the Partner Relationship Management application, you can establish
a relationship between channel partners and partner programs on the workspace.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Mana... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-sales-process-record.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-sales-process-record.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-sales-process-record.html | zurich | Create a sales process record | Monitor and track sales activities for a customer account by creating a sales process record in Lead-to-Cash Process Management. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-sales-process-record.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-sales-process-record.html"><body id="create-sales-process-record"><main role="main"><article role="article" c... | {
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},
{
"title": "Using Sales and Order... | # Create a sales process record
Monitor and track sales activities for a customer account by creating a sales process record in Lead-to-Cash Process Management.
## Before you begin
Role required: sales process manager [sn\_l2c\_cockpit.sales\_process\_manager]
## Procedure
1. Navigate to Workspaces > CSM/FSM Confi... | ---
title: Create a sales process record
description: Monitor and track sales activities for a customer account by creating
a sales process record in Lead-to-Cash Process Management.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Lead-to-Cash Process Man... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-specification-characteristic.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/create-specification-characteristic.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/create-specification-characteristic.html | zurich | Create specification characteristics | Define characteristics for a product, service, or resource specification. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring product offerings and catalogs",
"Setting up versioned specifications and product offerings for Order Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-specification-characteristic.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/create-specification-characteristic.html"><body id="create-specification-characteristic"><main role="main"><... | {
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"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Create specification characteristics
Define characteristics for a product, service, or resource specification.
## Before you begin
Create product characteristics and characteristic options that can be selected for a specification.
Role required: sn\_prd\_pm\_product\_catalog\_admin
## Procedure
1. In the CSM Co... | ---
title: Create specification characteristics
description: Define characteristics for a product, service, or resource specification.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configuring product offerings and catalogs
- Setting up versioned specific... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/customize-node-map-levels.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/customize-node-map-levels.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/customize-node-map-levels.html | zurich | Customize hierarchical node map levels for Lead-to-Cash Process Management | Customize the number of node levels to display in the Lead-to-Cash Process Management hierarchical node map visualization. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Lead-to-Cash Process Management",
"Customizing the sales process dashboard"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/customize-node-map-levels.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/customize-node-map-levels.html"><body id="customize-node-map-levels"><main role="main"><article role="article" class="... | {
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{
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},
{
"title": "Configuring Sales and... | # Customize hierarchical node map levels for Lead-to-Cash Process Management
Customize the number of node levels to display in the Lead-to-Cash Process Management hierarchical node map visualization.
## Before you begin
Role required: admin
## About this task
By default, the Lead-to-Cash Process Management hierarc... | ---
title: Customize hierarchical node map levels for Lead-to-Cash Process Management
description: Customize the number of node levels to display in the Lead-to-Cash Process
Management hierarchical node map visualization.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/customize-node-map-tiles.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/customize-node-map-tiles.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/customize-node-map-tiles.html | zurich | Customize details displayed on node map tiles using a decision table | Customize the details displayed on the node map tiles in the Lead-to-Cash Process Management using Decision Tables. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Lead-to-Cash Process Management",
"Customizing the sales process dashboard"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/customize-node-map-tiles.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/customize-node-map-tiles.html"><body id="customize-node-map-tiles"><main role="main"><article role="article" class="dit... | {
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{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Customize details displayed on node map tiles using a decision table
Customize the details displayed on the node map tiles in the Lead-to-Cash Process Management using Decision Tables.
## Before you begin
Role required: admin
## About this task
You can add more columns to display additional lines. However, this ... | ---
title: Customize details displayed on node map tiles using a decision table
description: Customize the details displayed on the node map tiles in the Lead-to-Cash
Process Management using Decision Tables.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/diagnose-resolve-domain-order-task.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/diagnose-resolve-domain-order-task.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/diagnose-resolve-domain-order-task.html | zurich | Diagnose and resolve a domain order | As a customer service agent, review, diagnose, and resolve, and close a domain order for the service-related issue experienced by the customer. | [] | [
"Sales and Order Management",
"Extending Order Management with ServiceNow applications and integrations",
"Order Management diagnostics capability"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/diagnose-resolve-domain-order-task.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/diagnose-resolve-domain-order-task.html"><body id="diagnose-resolve-domain-order-task"><main role="main"><art... | {
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{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Extending Order Manag... | # Diagnose and resolve a domain order
As a customer service agent, review, diagnose, and resolve, and close a domain order for the service-related issue experienced by the customer.
## Before you begin
Role required: admin
To enable the display of the Diagnose tab and Run diagnostics in the conceptual panel, the Te... | ---
title: Diagnose and resolve a domain order
description: As a customer service agent, review, diagnose, and resolve, and close
a domain order for the service-related issue experienced by the customer.
keywords: []
breadcrumbs:
- Sales and Order Management
- Extending Order Management with ServiceNow applications a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/diagnose-resolve-order-task.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/diagnose-resolve-order-task.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/diagnose-resolve-order-task.html | zurich | Diagnose and resolve an order task | As a customer service agent, review, diagnose, and resolve, and close an order task for the service-related issue experienced by the customer. | [] | [
"Sales and Order Management",
"Extending Order Management with ServiceNow applications and integrations",
"Order Management diagnostics capability"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/diagnose-resolve-order-task.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/diagnose-resolve-order-task.html"><body id="diagnose-resolve-order-task"><main role="main"><article role="article" c... | {
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{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Extending Order Manag... | # Diagnose and resolve an order task
As a customer service agent, review, diagnose, and resolve, and close an order task for the service-related issue experienced by the customer.
## Before you begin
Role required: admin
To enable the display of the Diagnose tab and Run diagnostics in the conceptual panel, Test and... | ---
title: Diagnose and resolve an order task
description: As a customer service agent, review, diagnose, and resolve, and close
an order task for the service-related issue experienced by the customer.
keywords: []
breadcrumbs:
- Sales and Order Management
- Extending Order Management with ServiceNow applications and... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/execute-sequence-steps.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/execute-sequence-steps.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/execute-sequence-steps.html | zurich | Complete predefined customer engagement tasks | Execute predefined sequence steps in your sequence tasks in the CSM Configurable Workspace to engage with your prospective customers. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Customer Engagement Sequences"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/execute-sequence-steps.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/execute-sequence-steps.html"><body id="execute-sequence-steps"><main role="main"><article role="article" class="dita" id=... | {
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{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Using Sales and Order... | # Complete predefined customer engagement tasks
Execute predefined sequence steps in your sequence tasks in the CSM Configurable Workspace to engage with your prospective customers.
## Before you begin
Role required: sequence viewer [sn\_crm\_sequence.viewer]
## Procedure
1. Navigate to Workspaces > CSM/FSM Config... | ---
title: Complete predefined customer engagement tasks
description: Execute predefined sequence steps in your sequence tasks in the CSM Configurable
Workspace to engage with your prospective customers.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Cus... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/export-product-catalog-entities.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/export-product-catalog-entities.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/export-product-catalog-entities.html | zurich | Export product catalog entities | Export product catalog entities as a JSON file and save the file to your local download directory so that it can be imported to another ServiceNow instance. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring product offerings and catalogs",
"Exporting and importing product catalog entities"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/export-product-catalog-entities.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/export-product-catalog-entities.html"><body id="export-product-catalog-entities"><main role="main"><article role... | {
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{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Export product catalog entities
Export product catalog entities as a JSON file and save the file to your local download directory so that it can be imported to another ServiceNow instance.
## Before you begin
Role required: product\_catalog\_admin
## About this task
You can export catalog entities in any sequenc... | ---
title: Export product catalog entities
description: Export product catalog entities as a JSON file and save the file to your
local download directory so that it can be imported to another ServiceNow instance.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applicati... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/import-product-catalog-entities.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/import-product-catalog-entities.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/import-product-catalog-entities.html | zurich | Import product catalog entities | Import product catalog entities by using the ServiceNow Platform import function. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring product offerings and catalogs",
"Exporting and importing product catalog entities"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/import-product-catalog-entities.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/import-product-catalog-entities.html"><body id="import-product-catalog-entities"><main role="main"><article role... | {
"attachments": {
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"enus"
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"breadcrumbs": [
{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Import product catalog entities
Import product catalog entities by using the ServiceNow Platform import function.
## Before you begin
Role required: product\_catalog\_admin
## About this task
You import certain product catalog entities to your target instance in the following order:
* Import the exported base ... | ---
title: Import product catalog entities
description: Import product catalog entities by using the ServiceNow Platform import
function.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configuring product offerings and catalogs
- Exporting and importing ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/install-customer-engagement-sequences.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/install-customer-engagement-sequences.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/install-customer-engagement-sequences.html | zurich | Install Customer Engagement Sequences | You can install the Customer Engagement Sequences application (com.sn_crm_sequence) if you have the admin role.The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Customer Engagement Sequences"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/install-customer-engagement-sequences.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/install-customer-engagement-sequences.html"><body id="install-customer-engagement-sequences"><main role="m... | {
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"breadcrumbs": [
{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Install Customer Engagement Sequences
You can install the Customer Engagement Sequences application (com.sn\_crm\_sequence) if you have the admin role.The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.
## Before you begin
* Ensure t... | ---
title: Install Customer Engagement Sequences
description: "You can install the Customer Engagement Sequences application (com.sn_crm_sequence)\
\ if you have the admin role.The application includes demo data and installs related\
\ ServiceNow\xAE Store applications and plugins if they are not already installed.... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/install-lead-cash-process-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/install-lead-cash-process-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/install-lead-cash-process-management.html | zurich | Install Lead-to-Cash Process Management | You can install the Lead-to-Cash Process Management application (app-l2c-cockpit) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/install-lead-cash-process-management.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/install-lead-cash-process-management.html"><body id="install-lead-cash-process-management"><main role="main... | {
"attachments": {
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"breadcrumbs": [
{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Install Lead-to-Cash Process Management
You can install the Lead-to-Cash Process Management application (app-l2c-cockpit) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.
## Before you begin
* Ensure th... | ---
title: Install Lead-to-Cash Process Management
description: "You can install the Lead-to-Cash Process Management application (app-l2c-cockpit)\
\ if you have the admin role. The application includes demo data and installs related\
\ ServiceNow\xAE Store applications and plugins if they are not already installed... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/install-sales-cart-plugin.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/install-sales-cart-plugin.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/install-sales-cart-plugin.html | zurich | Install Sales Cart | You can install the Sales Cart plugin (sn_sales_cart) if you have the admin role.The application installs related ServiceNow® Store applications and plugins if they are not already installed. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring the Business Portal"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/install-sales-cart-plugin.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/install-sales-cart-plugin.html"><body id="install-sales-cart-plugin"><main role="main"><article role="article" class="... | {
"attachments": {
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"enus"
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"breadcrumbs": [
{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Install Sales Cart
You can install the Sales Cart plugin (sn\_sales\_cart) if you have the admin role.The application installs related ServiceNow® Store applications and plugins if they are not already installed.
## Before you begin
* Ensure that the application and all of its associated ServiceNow Store applicati... | ---
title: Install Sales Cart
description: "You can install the Sales Cart plugin (sn_sales_cart) if you have the\
\ admin role.The application installs related ServiceNow\xAE Store applications\
\ and plugins if they are not already installed."
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring S... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/manage-attachments-l2c-process-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/manage-attachments-l2c-process-management.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/manage-attachments-l2c-process-management.html | zurich | Manage attachments for a sales process record | Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/manage-attachments-l2c-process-management.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/manage-attachments-l2c-process-management.html"><body id="manage-attachments-l2c-process-management"><... | {
"attachments": {
"all_attachments": null,
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"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Using Sales and Order... | # Manage attachments for a sales process record
Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process
record.
## Before you begin
Role required: sales process man... | ---
title: Manage attachments for a sales process record
description: Rename, download, or delete files, documents, or images such as implementation
plans, customer-provided specifications, or finalized quotes related to a customer
account you're monitoring with a sales process record.
keywords: []
breadcrumbs:
- S... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/modify-terms-conditions-sales-cart.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/modify-terms-conditions-sales-cart.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/modify-terms-conditions-sales-cart.html | zurich | Modify terms and conditions for the sales cart | Add order checkout terms and conditions in the CartTermsAndCo document template block for your Business Portal. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring the Business Portal"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/modify-terms-conditions-sales-cart.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/modify-terms-conditions-sales-cart.html"><body id="modify-terms-conditions-sales-cart"><main role="main"><art... | {
"attachments": {
"all_attachments": null,
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"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # Modify terms and conditions for the sales cart
Add order checkout terms and conditions in the CartTermsAndCo document template block for your Business Portal.
## Before you begin
Role required: admin
## About this task
The CartTermsAndCo document template block in the Sales Cart Demo Template and Sales Cart Term... | ---
title: Modify terms and conditions for the sales cart
description: Add order checkout terms and conditions in the CartTermsAndCo document
template block for your Business Portal.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configuring the Business... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/order-mgt-create-an-order-using-customer-portal.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/order-mgt-create-an-order-using-customer-portal.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/order-mgt-create-an-order-using-customer-portal.html | zurich | Create orders with the Business Portal | Browse products in a product catalog and create orders in Order Management. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Customer self-service using the Business Portal"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/order-mgt-create-an-order-using-customer-portal.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/order-mgt-create-an-order-using-customer-portal.html"><body id="order-mgt-create-an-order-using-... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Using Sales and Order... | # Create orders with the Business Portal
Browse products in a product catalog and create orders in Order Management.
## Before you begin
Role required: sn\_customerservice.customer
## Procedure
1. Log in to the Business Portal.
2. Browse the product catalog, select products, and add them to the cart.
1. Select ... | ---
title: Create orders with the Business Portal
description: Browse products in a product catalog and create orders in Order Management.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Customer self-service using the Business Portal
---
# Create orders with th... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/order-mgt-view-order-using-customer-portal.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/order-mgt-view-order-using-customer-portal.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/order-mgt-view-order-using-customer-portal.html | zurich | View an order on the Business Portal | Customers can view their orders using the Business Portal. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Customer self-service using the Business Portal"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/order-mgt-view-order-using-customer-portal.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/order-mgt-view-order-using-customer-portal.html"><body id="order-mgt-view-order-using-customer-portal... | {
"attachments": {
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"enus"
],
"breadcrumbs": [
{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Using Sales and Order... | # View an order on the Business Portal
Customers can view their orders using the Business Portal.
## Before you begin
Role required: sn\_customerservice.customer
## Procedure
1. Log in to the Business Portal.
2. Select Requests > View submitted request > View orders.
The View order window has the following cont... | ---
title: View an order on the Business Portal
description: Customers can view their orders using the Business Portal.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Customer self-service using the Business Portal
---
# View an order on the Business Portal
Cu... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/post-upgrade-task-business-portal.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/post-upgrade-task-business-portal.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/post-upgrade-task-business-portal.html | zurich | Post-upgrade order migration for the Business Portal | Migrate draft proxy order carts to the new sales cart to avoid having your customers lose products they added to their carts on the Business Portal | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring the Business Portal"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/post-upgrade-task-business-portal.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/post-upgrade-task-business-portal.html"><body id="post-upgrade-task-business-portal"><main role="main"><articl... | {
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{
"title": "Configuring Sales and... | # Post-upgrade order migration for the Business Portal
Migrate draft proxy order carts to the new sales cart to avoid having your customers lose products they added to their carts on the Business Portal
## Before you begin
Ensure that the Sales Cart application has been installed. For more information, see Install S... | ---
title: Post-upgrade order migration for the Business Portal
description: Migrate draft proxy order carts to the new sales cart to avoid having
your customers lose products they added to their carts on the Business Portal
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Manageme... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/quote-management-add-subscription-pricing.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/quote-management-add-subscription-pricing.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/quote-management-add-subscription-pricing.html | zurich | Add subscription pricing to a quote | Add subscription pricing to a quote or quote line items including start and end dates in Quote Management. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Quote Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/quote-management-add-subscription-pricing.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/quote-management-add-subscription-pricing.html"><body id="quote-management-add-subscription-pricing"><... | {
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{
"title": "Using Sales and Order... | # Add subscription pricing to a quote
Add subscription pricing to a quote or quote line items including start and end dates in Quote Management.
## Before you begin
Role required: sales\_agent
## About this task
Subscription pricing is a pricing model where customers pay a recurring fee for products or services, t... | ---
title: Add subscription pricing to a quote
description: Add subscription pricing to a quote or quote line items including start
and end dates in Quote Management.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Quote Management
---
# Add subscription... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/raise-an-inquiry-on-partner-portal.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/raise-an-inquiry-on-partner-portal.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/raise-an-inquiry-on-partner-portal.html | zurich | Raise an inquiry on Partner Portal | Raise a query or concern with the enterprise on the Partner Portal. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Partner Relationship Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/raise-an-inquiry-on-partner-portal.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/raise-an-inquiry-on-partner-portal.html"><body id="raise-an-inquiry-on-partner-portal"><main role="main"><art... | {
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},
{
"title": "Using Sales and Order... | # Raise an inquiry on Partner Portal
Raise a query or concern with the enterprise on the Partner Portal.
## Before you begin
Role required: sn\_prm.enterprise\_partner\_rel\_manager, sn\_prm.external\_partner\_manager or sn\_prm.external\_partner\_ associate
## Procedure
1. Navigate to the Partner portal.
2. From ... | ---
title: Raise an inquiry on Partner Portal
description: Raise a query or concern with the enterprise on the Partner Portal.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Partner Relationship Management
---
# Raise an inquiry on Partner Portal
Raise a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/register-a-member-on-partner-portal.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/register-a-member-on-partner-portal.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/register-a-member-on-partner-portal.html | zurich | Register a member on Partner portal | Register a new partner member or transfer existing staff within a partner organization. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Partner Relationship Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/register-a-member-on-partner-portal.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/register-a-member-on-partner-portal.html"><body id="register-a-member-on-partner-portal"><main role="main"><... | {
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{
"title": "Using Sales and Order... | # Register a member on Partner portal
Register a new partner member or transfer existing staff within a partner organization.
## Before you begin
Role required: sn\_prm.enterprise\_partner\_rel\_manager, sn\_prm.external\_partner\_manager, sn\_prm.enterprise\_partner\_admin
## About this task
Assign each member of... | ---
title: Register a member on Partner portal
description: Register a new partner member or transfer existing staff within a partner
organization.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Partner Relationship Management
---
# Register a member on... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/register-partner-staff-on-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/register-partner-staff-on-workspace.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/register-partner-staff-on-workspace.html | zurich | Register Partner Staff on workspace | Register a new partner member or transfer existing staff within a partner organization. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configure Partner Relationship Management",
"Partner Workspace",
"Create Channel Partner record"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/register-partner-staff-on-workspace.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/register-partner-staff-on-workspace.html"><body id="register-partner-staff-on-workspace"><main role="main"><... | {
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{
"title": "Configuring Sales and... | # Register Partner Staff on workspace
Register a new partner member or transfer existing staff within a partner organization.
## Before you begin
Role required: sn\_prm.enterprise\_partner\_admin
## About this task
The Enterprise Partner Relationship Manager [sn\_prm.enterprise\_partner\_rel\_manager] of the chann... | ---
title: Register Partner Staff on workspace
description: Register a new partner member or transfer existing staff within a partner
organization.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configure Partner Relationship Management
- Partner Workspa... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/run-fix-script-sched-job-export.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/run-fix-script-sched-job-export.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/run-fix-script-sched-job-export.html | zurich | Add Code field values to catalog entities | Add the Code field values for the main product catalog entities. The system uses this field as a way to identify catalog entities uniquely and to determine whether the Code field values for an export catalog entity are to be | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring product offerings and catalogs",
"Exporting and importing product catalog entities"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/run-fix-script-sched-job-export.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/run-fix-script-sched-job-export.html"><body id="run-fix-script-sched-job-export"><main role="main"><article role... | {
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},
{
"title": "Configuring Sales and... | # Add Code field values to catalog entities
Add the Code field values for the main product catalog entities. The system uses this field as a way to identify catalog entities uniquely and to determine whether the Code field
values for an export catalog entity are to be inserted or updated in the target instance.
## Be... | ---
title: Add Code field values to catalog entities
description: Add the Code field values for the main product catalog entities. The
system uses this field as a way to identify catalog entities uniquely and to determine
whether the Code field values for an export catalog entity are to be
keywords: []
breadcrumbs:... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/som-om-approve-product-order.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/som-om-approve-product-order.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/som-om-approve-product-order.html | zurich | Approve a product or service order in Order Management | When an order is submitted, the next step is to review the order and approve it. Approved orders are ready to begin the fulfillment process in Order Management. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Order Management",
"Create an order in Order Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/som-om-approve-product-order.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/som-om-approve-product-order.html"><body id="som-om-approve-product-order"><main role="main"><article role="article... | {
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},
{
"title": "Using Sales and Order... | # Approve a product or service order in Order Management
When an order is submitted, the next step is to review the order and approve it. Approved orders are ready to begin the fulfillment process in Order Management.
## Before you begin
Role required: product\_manager
## Procedure
1. In the Configurable Workspace... | ---
title: Approve a product or service order in Order Management
description: When an order is submitted, the next step is to review the order and
approve it. Approved orders are ready to begin the fulfillment process in Order
Management.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Ord... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/som-product-config-add-characteristics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/som-product-config-add-characteristics.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/som-product-config-add-characteristics.html | zurich | Create product characteristics and characteristic options | Add product characteristics and characteristic options that you can later add to your product offerings in Sales and Order Management. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring product offerings and catalogs",
"Create product offerings",
"Defining product characteristics and characteristic options"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/som-product-config-add-characteristics.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/som-product-config-add-characteristics.html"><body id="som-product-config-add-characteristics"><main role... | {
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{
"title": "Configuring Sales and... | # Create product characteristics and characteristic options
Add product characteristics and characteristic options that you can later add to your product offerings in Sales and Order Management.
## Before you begin
Role required: sn\_prd\_pm\_product\_catalog\_admin
## About this task
Use this procedure to build p... | ---
title: Create product characteristics and characteristic options
description: Add product characteristics and characteristic options that you can later
add to your product offerings in Sales and Order Management.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management appli... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/som-product-config-add-visuals.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/som-product-config-add-visuals.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/som-product-config-add-visuals.html | zurich | Add product visuals | Add visuals to your product offering in Sales and Order Management to show what the product looks like in the product catalog. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configuring product offerings and catalogs",
"Create product offerings"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/som-product-config-add-visuals.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/som-product-config-add-visuals.html"><body id="som-product-config-add-visuals"><main role="main"><article role="a... | {
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{
"title": "Configuring Sales and... | # Add product visuals
Add visuals to your product offering in Sales and Order Management to show what the product looks like in the product catalog.
## Before you begin
Role required: sn\_prd\_pm\_product\_catalog\_admin and sn\_prd\_pm\_product\_catalog\_manager
## Procedure
1. In the CSM Configurable Workspace, ... | ---
title: Add product visuals
description: Add visuals to your product offering in Sales and Order Management to
show what the product looks like in the product catalog.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configuring product offerings and ca... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/view-channel-partner-information-on-partner-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/view-channel-partner-information-on-partner-workspace.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/view-channel-partner-information-on-partner-workspace.html | zurich | View Channel Partner information on partner workspace | View consolidated channel partner information through the multiple tabs on workspace. | [] | [
"Sales and Order Management",
"Configuring Sales and Order Management applications",
"Configure Partner Relationship Management",
"Partner Workspace",
"Create Channel Partner record"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/view-channel-partner-information-on-partner-workspace.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/view-channel-partner-information-on-partner-workspace.html"><body id="view-channel-partner... | {
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{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Configuring Sales and... | # View Channel Partner information on partner workspace
View consolidated channel partner information through the multiple tabs on workspace.
## Before you begin
Role required: sn\_prm.enterprise\_partner\_rel\_manager or sn\_prm.enterprise\_partner\_agent
## Procedure
1. Navigate to the CSM/FSM Configurable Works... | ---
title: View Channel Partner information on partner workspace
description: View consolidated channel partner information through the multiple tabs
on workspace.
keywords: []
breadcrumbs:
- Sales and Order Management
- Configuring Sales and Order Management applications
- Configure Partner Relationship Management
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/view-send-emails-sales-process.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/view-send-emails-sales-process.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/view-send-emails-sales-process.html | zurich | View and send emails in Lead-to-Cash Process Management | View consolidated emails for all hard-linked entities monitored within a sales process record and compose emails from the sales process dashboard. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Lead-to-Cash Process Management"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/view-send-emails-sales-process.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/view-send-emails-sales-process.html"><body id="view-send-emails-sales-process"><main role="main"><article role="a... | {
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"title": "Sales and Order Management",
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},
{
"title": "Using Sales and Order... | # View and send emails in Lead-to-Cash Process Management
View consolidated emails for all hard-linked entities monitored within a sales process record and compose emails from the sales process dashboard.
## Before you begin
Role required: sales process manager [sn\_l2c\_cockpit.sales\_process\_manager]
## Procedur... | ---
title: View and send emails in Lead-to-Cash Process Management
description: View consolidated emails for all hard-linked entities monitored within
a sales process record and compose emails from the sales process dashboard.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-order-management/page/product/tmt-order-mgt/task/view-sequence-tasks.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-order-management/page/product/tmt-order-mgt/task/view-sequence-tasks.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-order-management | product/tmt-order-mgt/task/view-sequence-tasks.html | zurich | View sequence tasks | View sequence tasks assigned to you from the CSM Configurable Workspace. | [] | [
"Sales and Order Management",
"Using Sales and Order Management applications",
"Using Customer Engagement Sequences"
] | <article class="hascomments" data-page="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/view-sequence-tasks.html" id="bundle:zurich-order-management/enus/product/tmt-order-mgt/task/view-sequence-tasks.html"><body id="view-sequence-tasks"><main role="main"><article role="article" class="dita" id="view-seq... | {
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{
"title": "Sales and Order Management",
"topic_id": "product/tmt-order-mgt/concept/order-mgt-overview.html"
},
{
"title": "Using Sales and Order... | # View sequence tasks
View sequence tasks assigned to you from the CSM Configurable Workspace.
## Before you begin
Role required: sequence viewer [sn\_crm\_sequence.viewer]
## Procedure
1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
2. Select the List icon
.
3. Navigate to ... | ---
title: View sequence tasks
description: View sequence tasks assigned to you from the CSM Configurable Workspace.
keywords: []
breadcrumbs:
- Sales and Order Management
- Using Sales and Order Management applications
- Using Customer Engagement Sequences
---
# View sequence tasks
View sequence tasks assigned to yo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-platform-administration/page/administer/ai-search/concept/language-filtering-external-content.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-platform-administration/page/administer/ai-search/concept/language-filtering-external-content.html | 2025-08-21 | daily | 0.5 | 268.xml | en-US | zurich-platform-administration | administer/ai-search/concept/language-filtering-external-content.html | zurich | Language filtering for external content | AI Search filters search results from external content connectors, showing only results in the user's session language, fallback language, and global fallback locale language. | [] | [
"Administer the ServiceNow AI Platform ",
"Configure core features",
"Search administration",
"AI Search",
"Administering AI Search",
"Internationalization support"
] | <article class="hascomments" data-page="bundle:zurich-platform-administration/enus/administer/ai-search/concept/language-filtering-external-content.html" id="bundle:zurich-platform-administration/enus/administer/ai-search/concept/language-filtering-external-content.html"><body id="language-filtering-external-content"><... | {
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{
"title": "Administer the ServiceNow AI Platform ",
"topic_id": "administer/general/concept/intro-now-platform-landing.html"
},
{
"title": "Con... | # Language filtering for external content
AI Search filters search results from external content connectors, showing only results in the user's session language, fallback language, and global fallback locale language.
When you have the External Content Connectors application installed, AI Search applies language-base... | ---
title: Language filtering for external content
description: AI Search filters search results from external content connectors, showing
only results in the user's session language, fallback language, and global fallback
locale language.
keywords: []
breadcrumbs:
- 'Administer the ServiceNow AI Platform '
- Conf... |
https://www.servicenow.com/docs/en-US/bundle/zurich-platform-administration/page/administer/core-configuration/concept/data-sync-landing-page.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-platform-administration/page/administer/core-configuration/concept/data-sync-landing-page.html | 2025-08-21 | daily | 0.5 | 268.xml | en-US | zurich-platform-administration | administer/core-configuration/concept/data-sync-landing-page.html | zurich | Multi-instance Management | Multi-instance Management offers tools and visibility to control how instances share information for enabled applications. This feature can be utilized for ServiceNow applications when they need to communicate data across multiple instances within a customer’s account. | [] | [
"Administer the ServiceNow AI Platform ",
"Get started"
] | <article class="hascomments" data-page="bundle:zurich-platform-administration/enus/administer/core-configuration/concept/data-sync-landing-page.html" id="bundle:zurich-platform-administration/enus/administer/core-configuration/concept/data-sync-landing-page.html"><body id="data-sync-landing-page"><main role="main"><art... | {
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{
"title": "Administer the ServiceNow AI Platform ",
"topic_id": "administer/general/concept/intro-now-platform-landing.html"
},
{
"title": "Get... | # Multi-instance Management
Multi-instance Management offers tools and visibility to control how instances share information for enabled applications. This feature can be utilized for ServiceNow applications when they need to communicate data across
multiple instances within a customer’s account.
* Basic trust config... | ---
title: Multi-instance Management
description: "Multi-instance Management offers tools and visibility to control how\
\ instances share information for enabled applications. This feature can be utilized\
\ for ServiceNow applications when they need to communicate data across multiple\
\ instances within a cust... |
https://www.servicenow.com/docs/en-US/bundle/zurich-platform-administration/page/administer/core-configuration/task/mif-conf-managed-instance.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-platform-administration/page/administer/core-configuration/task/mif-conf-managed-instance.html | 2025-08-21 | daily | 0.5 | 268.xml | en-US | zurich-platform-administration | administer/core-configuration/task/mif-conf-managed-instance.html | zurich | Configure Managed Instances | Implement the following steps to configure the Managed Instances in Multi-Instance Management. | [] | [
"Administer the ServiceNow AI Platform ",
"Get started",
"Multi-instance Management",
"Cross-instance application trust configuration"
] | <article class="hascomments" data-page="bundle:zurich-platform-administration/enus/administer/core-configuration/task/mif-conf-managed-instance.html" id="bundle:zurich-platform-administration/enus/administer/core-configuration/task/mif-conf-managed-instance.html"><body id="mif-conf-managed-instance"><main role="main"><... | {
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{
"title": "Administer the ServiceNow AI Platform ",
"topic_id": "administer/general/concept/intro-now-platform-landing.html"
},
{
"title": "Get... | # Configure Managed Instances
Implement the following steps to configure the Managed Instances in Multi-Instance Management.
## Before you begin
Role required: admin or sn\_mif.mif\_admin.
## Procedure
1. Go to Multi-Instance Management > Managed Instances.
2. Select Add managed instances.
The Add managed insta... | ---
title: Configure Managed Instances
description: Implement the following steps to configure the Managed Instances in Multi-Instance
Management.
keywords: []
breadcrumbs:
- 'Administer the ServiceNow AI Platform '
- Get started
- Multi-instance Management
- Cross-instance application trust configuration
---
# Con... |
https://www.servicenow.com/docs/en-US/bundle/zurich-platform-administration/page/administer/dynamic-translation/task/dyn-translation-test-exclusion-rule.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-platform-administration/page/administer/dynamic-translation/task/dyn-translation-test-exclusion-rule.html | 2025-08-21 | daily | 0.5 | 268.xml | en-US | zurich-platform-administration | administer/dynamic-translation/task/dyn-translation-test-exclusion-rule.html | zurich | Test Exclusion Rule | Test Exclusion Rule in Dynamic Translation enables you to test your exclusion pattern manually. You can check whether the pattern accurately excludes a text string from translation. | [] | [
"Administer the ServiceNow AI Platform ",
"Configure core features",
"Translation and localization",
"Dynamic Translation",
"Configuring Dynamic Translation",
"Exclusion Framework in Dynamic Translation"
] | <article class="hascomments" data-page="bundle:zurich-platform-administration/enus/administer/dynamic-translation/task/dyn-translation-test-exclusion-rule.html" id="bundle:zurich-platform-administration/enus/administer/dynamic-translation/task/dyn-translation-test-exclusion-rule.html"><body id="dyn-translation-test-exc... | {
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"title": "Administer the ServiceNow AI Platform ",
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"title": "Con... | # Test Exclusion Rule
Test Exclusion Rule in Dynamic Translation enables you to test your exclusion pattern manually. You can check whether the pattern accurately excludes a text string from translation.
## Before you begin
At least one additional language must be available on your instance. For more information abo... | ---
title: Test Exclusion Rule
description: Test Exclusion Rule in Dynamic Translation enables you to test your exclusion
pattern manually. You can check whether the pattern accurately excludes a text string
from translation.
keywords: []
breadcrumbs:
- 'Administer the ServiceNow AI Platform '
- Configure core fea... |
https://www.servicenow.com/docs/en-US/bundle/zurich-platform-administration/page/administer/exporting-data/task/export-list-data.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-platform-administration/page/administer/exporting-data/task/export-list-data.html | 2025-08-21 | daily | 0.5 | 268.xml | en-US | zurich-platform-administration | administer/exporting-data/task/export-list-data.html | zurich | Export data from a list | Export a list of records to a variety of file formats. | [] | [
"Administer the ServiceNow AI Platform ",
"Configure core features",
"Tables and data",
"Exporting data"
] | <article class="hascomments" data-page="bundle:zurich-platform-administration/enus/administer/exporting-data/task/export-list-data.html" id="bundle:zurich-platform-administration/enus/administer/exporting-data/task/export-list-data.html"><body id="export-list-data"><main role="main"><article role="article" class="dita"... | {
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{
"title": "Administer the ServiceNow AI Platform ",
"topic_id": "administer/general/concept/intro-now-platform-landing.html"
},
{
"title": "Con... | # Export data from a list
Export a list of records to a variety of file formats.
## Before you begin
Role required: none. Exporting to XML requires the admin role.
## About this task
Note the following important details:
* Data exported from a list may be different from what a user sees in the list view. This gen... | ---
title: Export data from a list
description: Export a list of records to a variety of file formats.
keywords: []
breadcrumbs:
- 'Administer the ServiceNow AI Platform '
- Configure core features
- Tables and data
- Exporting data
---
# Export data from a list
Export a list of records to a variety of file formats.... |
https://www.servicenow.com/docs/en-US/bundle/zurich-platform-administration/page/administer/field-administration/concept/dynamic-schema.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-platform-administration/page/administer/field-administration/concept/dynamic-schema.html | 2025-08-21 | daily | 0.5 | 268.xml | en-US | zurich-platform-administration | administer/field-administration/concept/dynamic-schema.html | zurich | Dynamic Schema | Define a hierarchy of categories and enable users to describe a record using one or more attributes. | [] | [
"Administer the ServiceNow AI Platform ",
"Configure core features",
"Forms, fields, and lists",
"Field administration",
"Administering fields"
] | <article class="hascomments" data-page="bundle:zurich-platform-administration/enus/administer/field-administration/concept/dynamic-schema.html" id="bundle:zurich-platform-administration/enus/administer/field-administration/concept/dynamic-schema.html"><body id="dynamic-schema"><main role="main"><article role="article" ... | {
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{
"title": "Administer the ServiceNow AI Platform ",
"topic_id": "administer/general/concept/intro-now-platform-landing.html"
},
{
"title": "Con... | # Dynamic Schema
Define a hierarchy of categories and enable users to describe a record using one or more attributes.
## Key benefits
* Organize and define metadata in a flexible schema instead of adding new columns to a table.
* Capture data dynamically using different attributes per record.
* Define a structured f... | ---
title: Dynamic Schema
description: Define a hierarchy of categories and enable users to describe a record
using one or more attributes.
keywords: []
breadcrumbs:
- 'Administer the ServiceNow AI Platform '
- Configure core features
- Forms, fields, and lists
- Field administration
- Administering fields
---
# Dy... |
https://www.servicenow.com/docs/en-US/bundle/zurich-platform-administration/page/administer/field-administration/concept/transient-attributes.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-platform-administration/page/administer/field-administration/concept/transient-attributes.html | 2025-08-21 | daily | 0.5 | 268.xml | en-US | zurich-platform-administration | administer/field-administration/concept/transient-attributes.html | zurich | Working with attributes transiently | Start adding attributes and values to records without formally defining a full schema. | [] | [
"Administer the ServiceNow AI Platform ",
"Configure core features",
"Forms, fields, and lists",
"Field administration",
"Administering fields",
"Dynamic Schema"
] | <article class="hascomments" data-page="bundle:zurich-platform-administration/enus/administer/field-administration/concept/transient-attributes.html" id="bundle:zurich-platform-administration/enus/administer/field-administration/concept/transient-attributes.html"><body id="transient-attributes"><main role="main"><artic... | {
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"title": "Administer the ServiceNow AI Platform ",
"topic_id": "administer/general/concept/intro-now-platform-landing.html"
},
{
"title": "Con... | # Working with attributes transiently
Start adding attributes and values to records without formally defining a full schema.
Implementing Dynamic Schema is a flexible process. To get started, you can simply add attributes and values to a dynamic attribute store field, which helps describe your records without the nee... | ---
title: Working with attributes transiently
description: Start adding attributes and values to records without formally defining
a full schema.
keywords: []
breadcrumbs:
- 'Administer the ServiceNow AI Platform '
- Configure core features
- Forms, fields, and lists
- Field administration
- Administering fields
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-platform-administration/page/administer/field-administration/concept/working-with-dynamic-schema.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-platform-administration/page/administer/field-administration/concept/working-with-dynamic-schema.html | 2025-08-21 | daily | 0.5 | 268.xml | en-US | zurich-platform-administration | administer/field-administration/concept/working-with-dynamic-schema.html | zurich | Working with Dynamic Schema | Extend Dynamic Schema capabilities by defining dynamic attributes and dynamic categories in a dynamic namespace. | [] | [
"Administer the ServiceNow AI Platform ",
"Configure core features",
"Forms, fields, and lists",
"Field administration",
"Administering fields",
"Dynamic Schema"
] | <article class="hascomments" data-page="bundle:zurich-platform-administration/enus/administer/field-administration/concept/working-with-dynamic-schema.html" id="bundle:zurich-platform-administration/enus/administer/field-administration/concept/working-with-dynamic-schema.html"><body id="working-with-dynamic-schema"><ma... | {
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{
"title": "Administer the ServiceNow AI Platform ",
"topic_id": "administer/general/concept/intro-now-platform-landing.html"
},
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"title": "Con... | # Working with Dynamic Schema
Extend Dynamic Schema capabilities by defining dynamic attributes and dynamic categories in a dynamic namespace.
After planning your metadata strategy, you can start building out your schema by creating dynamic attribute records in the dynamic namespace. Formally defining attributes prov... | ---
title: Working with Dynamic Schema
description: Extend Dynamic Schema capabilities by defining dynamic attributes and
dynamic categories in a dynamic namespace.
keywords: []
breadcrumbs:
- 'Administer the ServiceNow AI Platform '
- Configure core features
- Forms, fields, and lists
- Field administration
- Admin... |
https://www.servicenow.com/docs/en-US/bundle/zurich-platform-administration/page/administer/field-administration/task/add-choices-choice-set.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-platform-administration/page/administer/field-administration/task/add-choices-choice-set.html | 2025-08-21 | daily | 0.5 | 268.xml | en-US | zurich-platform-administration | administer/field-administration/task/add-choices-choice-set.html | zurich | Add choices to a dynamic choice set | Build out a dynamic choice set by defining the choices that belong to it. | [] | [
"Administer the ServiceNow AI Platform ",
"Configure core features",
"Forms, fields, and lists",
"Field administration",
"Administering fields",
"Dynamic Schema",
"Working with Dynamic Schema",
"Create a dynamic choice set"
] | <article class="hascomments" data-page="bundle:zurich-platform-administration/enus/administer/field-administration/task/add-choices-choice-set.html" id="bundle:zurich-platform-administration/enus/administer/field-administration/task/add-choices-choice-set.html"><body id="add-choices-choice-set"><main role="main"><artic... | {
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{
"title": "Administer the ServiceNow AI Platform ",
"topic_id": "administer/general/concept/intro-now-platform-landing.html"
},
{
"title": "Con... | # Add choices to a dynamic choice set
Build out a dynamic choice set by defining the choices that belong to it.
## Before you begin
Role required: dynamic\_schema\_writer
## Procedure
1. Navigate to All > Dynamic Schema > Dynamic Choice Sets.
2. Select the dynamic choice set that you want to update.
3. In the Dyna... | ---
title: Add choices to a dynamic choice set
description: Build out a dynamic choice set by defining the choices that belong to
it.
keywords: []
breadcrumbs:
- 'Administer the ServiceNow AI Platform '
- Configure core features
- Forms, fields, and lists
- Field administration
- Administering fields
- Dynamic Schem... |
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